Create a New User
In certain situations, it may be necessary to create a user account in your Award Management system. Although it is recommended that you generally allow new users to use the Sign Up or Sign In pages to establish their own accounts, you may need to establish an account prior to an individual using Award Management for the first time. For example, you can create new administrators who do not necessarily need to sign up for an account.
Note: If you are using LDAP or Single Sign-on authentication for your Award Management system, instruct Administrative users to sign in with their campus credentials.
To create an account on behalf of another individual:
Select Site, Users, Create New.
Enter the following information:
Display Name: The person's name
Primary Email: The primary email address at which the user will receive emails from the system.
Note: This address may be overwritten by the email address on file with your institution the next time the user signs into the system.
Email Aliases: This information is ideal when creating new accounts for faculty or staff. You can include additional valid email addresses for the individual, which will (a) consolidate reference requests to the various email addresses under the same account and/or (b) consolidate reviewing assignments that may have been initiated for the various email addresses under the same account.
Customer UID: For systems using SSO or LDAP authentication, you must include this UID so the user can access his new account. If you do not know what your system uses for UID, contact Customer Support.
Administrative Role: System Administrators can use the Permissions area to provide administrative access to the system. If creating a new Opportunity Administrator or another custom role account, you'll have the option to place the new user into a scope.
Donor Role: For certain subscriptions only. Select a stewardship role.
Note: For those users who are only Opportunity Administrators or who have a custom role, it is highly recommended that you add those users to at least one scope. This enables them to access portfolios, reviewer groups, and reports; otherwise, they won't be able to see anything in your system.
3. Select Create User.
If a UID has not been provided (or has not been requested, for Local and Whitelist authentication systems), the Invitation Instructions email communication is sent to the specified email address. This email contains a confirmation link to help the user claim their new account.
Note: The user must first log in successfully on the Applicants and Administrator tab once so that the system can assign the privileges and add the new Role to their account. You cannot Become User and see the admin privileges until after they have first logged in successfully.
If the user has difficulty claiming the account you have created for them, see Troubleshooting Sign-in Issues.